Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176B
AUM Growth
+$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,331
New
Increased
Reduced
Closed

Top Buys

1 +$921M
2 +$698M
3 +$515M
4
META icon
Meta Platforms (Facebook)
META
+$388M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$323M

Sector Composition

1 Healthcare 15.13%
2 Technology 14.77%
3 Financials 14.23%
4 Consumer Discretionary 9.46%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$714K ﹤0.01%
30,200
+20,600
3027
$713K ﹤0.01%
12,061
-830
3028
$713K ﹤0.01%
+27,882
3029
$711K ﹤0.01%
32,686
+3,139
3030
$705K ﹤0.01%
27,878
+14,829
3031
$704K ﹤0.01%
157,847
-20,271
3032
$703K ﹤0.01%
13,492
+5,756
3033
$702K ﹤0.01%
6,189
-325
3034
$701K ﹤0.01%
14,169
-1,955
3035
$701K ﹤0.01%
42,095
-101,042
3036
$700K ﹤0.01%
+30,910
3037
$698K ﹤0.01%
174,212
+2,995
3038
$696K ﹤0.01%
28,516
+3,328
3039
$694K ﹤0.01%
33,314
+1,472
3040
$693K ﹤0.01%
+23,770
3041
$693K ﹤0.01%
+27,243
3042
$688K ﹤0.01%
+30,480
3043
$687K ﹤0.01%
+29,785
3044
$686K ﹤0.01%
+52,577
3045
$685K ﹤0.01%
46,874
+1,371
3046
$685K ﹤0.01%
18,708
+1,695
3047
$684K ﹤0.01%
+29,029
3048
$682K ﹤0.01%
30,977
+1,532
3049
$679K ﹤0.01%
12,708
+852
3050
$678K ﹤0.01%
225,797
+5,730